Overview
The complete business forms library for trade contractors. Everything you need to send a professional invoice, secure a signed contract, document a change order, and close out a job, in formats you can customize and use immediately.
What's inside
Seventeen forms, not a handful. Every one carries the same branded header with fill-in placeholders for your company name, logo, address, phone, email, license number, and website. The placeholders are highlighted in blue so you know exactly what to replace. Set it up once, save a master copy, done.
Core business forms
- Invoice, auto-calculating line items, tax, and totals
- Estimate / Quote, scope of work, pricing breakdown, exclusions, and customer acceptance signature
- Service Agreement / Contract, full 8-section contract covering scope, compensation, timeline, warranty, change orders, cancellation, liability, and dispute resolution
- Change Order, scope change, cost impact, reason checkboxes, schedule impact, and dual authorization signatures
- Work Order, internal dispatch with priority level, materials checklist, on-site completion tracking, and technician plus customer sign-off
Financial forms
- Lien Waiver, conditional and unconditional on one form
- Receipt, payment confirmation with full balance summary
- Payment Tracker, master log for every project payment with auto-calculating Total Paid and Balance Due
Job site forms
- Daily Job Log / Site Report, weather, labor tracking for up to 8 workers, materials, work completed, issues and delays
- Punch List / Final Walkthrough, 20-item checklist with location, priority, assigned to, status, and completion date
- Material Purchase Log, 30-row tracker with supplier, job, receipt number, amount, and auto-calculating totals
Customer relations
- Job Completion Notice, formal close-out with inspection checklist and final payment summary
- Warranty Certificate, coverage, exclusions, and claim process
- Client Feedback / Review Request, 6 rating categories, written feedback prompts, and testimonial permission checkboxes
- Customer Communication Log, 25-row record with date, time, method, subject, and follow-up tracking
Business operations
- Subcontractor Agreement, 9-section contract covering scope, compensation, timeline, insurance requirements, indemnification, change orders, termination, and compliance
- Letterhead, branded template for proposals, follow-ups, collections, and notices
What you actually download
- Excel (ZIP), all 17 forms as individual .xlsx files with working formulas. Opens in Excel and in Google Sheets.
- Word (ZIP), the 5 text-heavy forms as .docx: Service Agreement, Lien Waiver, Warranty Certificate, Subcontractor Agreement, and Letterhead. Opens in Word and in Google Docs.
- PDF (ZIP), all 17 forms print-ready. Print them, grab a pen, fill them in on the truck. No computer needed.
- Quick Start Guide (PDF), plain-English setup for Windows, Mac, and phone. How to unzip, brand the forms, add your logo, and save master copies.
Every form is a standalone file. No hunting through tabs in one giant workbook. No subscription, no monthly fee, no software to install.
Not sure which forms you actually need first? Start with the nine forms every contractor should have before their next job, which walks through what each one does and the order they come out on a real job.
Who it's for
Any trade contractor, electrician, plumber, HVAC, carpenter, handyman, who needs a complete forms library without paying $50/month for software to generate them.
Works best with
Tradesman Office products are designed to work together. Each one feeds into the next, so what you buy here compounds instead of sitting alone in a folder.
- Flat Rate Options Presentation Template, Present quotes in 3 tiers before the paperwork stage
- Electrician Flat Rate Price Book, Pair with a Flat Rate Price Book
See the full system on our How It All Works page.
Why buy from Tradesman Office
Every product in the shop is built by a working electrician, someone who actually uses these tools on real job sites. That means they're calibrated to the problems contractors actually face, not the problems a software designer guessed at from a spreadsheet.
- Excel-first. Buy once, own forever. No subscription, no vendor lock-in.
- Works on any device. Excel, Google Sheets, iPad, wherever you quote from.
- Part of a complete system. Every product here works with the others. See the full flow on our How It All Works page.
- Fast support. Message through Etsy and get a response from the founder within one business day.